Patience in the face of fear

Posted by Jason Apollo Voss on May 20, 2010 in Blog, Predictions | 0 comments As I am sure each of you knows the U.S. financial markets have been taking a beating as of late.  Precisely counter to my recommendation to buy into those same markets.  Fear has been ruling the day.  Fear that Europe’s economy may collapse.  I hate to harp on the point, but while Europe may take longer to emerge from recession than the United States and it may even experience a double-dip...
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Update on recent Iranigans

Posted by Jason Apollo Voss on May 17, 2010 in Blog | 0 comments Loyal readers of the blog know that last fall I was tracking very closely Iran’s nuclear power and weapons ambitions.  I believed very strongly that there was a possibility for a hot war to emerge in the Persian Gulf.  Instead a cold war seemed to be the course of action chosen by the Obama administration.  However, even that may be a moot point now. Very early this morning, a deal was...
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Acquisitions pace is picking up

Posted by Jason Apollo Voss on May 17, 2010 in Blog | 0 comments As evidence that many of the fears running (like Chicken Little) rampant through the financial markets are overblown, many acquisitions are being announced.  Unlike professional money managers, or individual investors, both of whom are prone to skittishness, these investors are putting hard capital into real businesses that they intend to manage for profit.  Those business interests also have...
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Fear of fear is generating fear

Posted by Jason Apollo Voss on May 16, 2010 in Best of the Blog, Blog | 1 comment Open question to investors: What’re you doing liquidating U.S. stocks and going to cash? Open rebuttal to such thinking: You invest because you want to first, preserve capital, but second and more powerful, you want to make money.  Where else besides the U.S. financial markets are you going to get access to innovative companies generating excess returns; a generally solid and honest...
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Little GDP growth in Eurozone

Posted by Jason Apollo Voss on May 12, 2010 in Blog | 0 comments Good morning everyone! First quarter gross domestic product numbers for the eurozone are out.  By the way, over the last several weeks I have been throwing around the terms European Union and eurozone without discussing the difference.  The eurozone is the collection of nations that all use the euro as their currency.  This group is a subset of the bigger European Union which is the big...
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Understanding information with will power is the key to crisis evasion

Posted by Jason Apollo Voss on May 10, 2010 in Best of the Blog, Blog | 0 comments Back in October 2008 in the first days of the blog and in the midst of a Second Great Depression talk, I wrote a post in which I said such an event was highly unlikely.  Among the reasons I gave for this were the: greater understanding of both fiscal and monetary policy increased speed of data reporting, and increased transparency of data collection All three of these address the greatest...
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"Take that financial markets!" – the EU & IMF

Posted by Jason Apollo Voss on May 9, 2010 in Blog | 0 comments Very, very early Monday morning in Europe, the EU in conjunction with the IMF announced a massive financial bailout package that is comparable in size to the U.S. TARP funds of the last recession.  Specifically, the components of the EU plan are as follows: 440 billion euros of loans from eurozone governments 60 billion euros from an EU emergency fund 220 billion euro from the IMF In total this...
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